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Feature Summary: Former Gift Batch vs. Enhanced Gift Batch Interface

    Feature Summary: Former Gift Batch vs. Enhanced Gift Batch Interface

    Below is a summary of features available in the current Gift Batch and the coming enhanced Gift Batch Interface.

    Feature

    Former Gift Batch

    Enhanced Gift Batch

    Tabular Format (similar to Excel)

    Ability to re-order fields

    Ability to preset Transaction Type

    Ability to enter different gift types

    Ability to enter recurring gifts

    Ability to apply pledge payments

    Coming Feature

    Open Pledge notification

    Coming Feature

    Ability to process Credit Card payments

    Ability to process ACH/PAD payments

    Ability to process offline payments

    Ability to re-submit failed online payments

    Ability to automatically send receipts by email

    Ability to enter gifts from Individuals and Organizations

    Ability to search for existing constituents

    Ability to create new constituents

    Ability to enter multiple allocations

    Ability to apply soft credits

    Ability to enter tribute-related information

    Ability to specify presets

    Ability to create batch templates

    Ability to share batch templates and presets

    Ability to make fields "read-only"

    Ability to hide fields

    Related Articles:

    1. Enhanced Gift Batch - Configuration Guide
    2. How To: Create Gift Batch Templates
    3. How To: Process a New Gift Batch using the Enhanced Gift Batch Interface

    Feature Summary: Former Gift Batch vs. Enhanced Gift Batch Interface
    Donations & Soft Credits
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